US2007208639A1PendingUtilityA1

Method and system for presenting forecasts

54
Individually held — no corporate assignee on recordPriority: Dec 9, 2003Filed: Dec 9, 2003Published: Sep 6, 2007
Est. expiryDec 9, 2023(expired)· nominal 20-yr term from priority
Inventors:Stratton C. LloydAlexander Goldstein
G06Q 40/06G06Q 10/04G06Q 40/00
54
PatentIndex Score
0
Cited by
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References
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Claims

Abstract

A method and system for defining and generating forecasts. The forecast system receives a forecast definition from a user, generates a forecast in accordance with the forecast definition, stores a forecast snapshot of the generated forecast, and presents to users forecast information derived from the forecast snapshots. A forecast definition specifies the participants to be included in a forecast and when to generate the forecast. At the scheduled time, the forecast system automatically generates the forecast and stores the forecast snapshot.

Claims

exact text as granted — not AI-modified
1 . A method in a computer system for presenting forecast information, the method comprising: 
 providing forecast snapshots, each forecast snapshot having a forecast date, a forecast period, and summary forecasts;    receiving from a user a request to display forecast information for a forecast period;    for each forecast snapshot for the requested forecast period, retrieving forecasts for participants of the forecast;    retrieving current opportunities for the user; and    generating a display description with a summary area that includes summary information of the retrieved forecasts for participants of the forecast, a participants area that includes information of the retrieved forecasts of each participant, and a user area that includes information of the retrieved current opportunities of the user.    
     
     
         2 . The method of  claim 1  wherein the information of the areas include a date for each forecast snapshot.  
     
     
         3 . The method of  claim 1  wherein the participants area includes a row for each participant that, when selected, provides more detailed information about each participant.  
     
     
         4 . The method of  claim 1  wherein information of the summary area includes closed revenue and forecast revenue.  
     
     
         5 . The method of  claim 4  wherein the information of the summary area includes pipeline revenue.  
     
     
         6 . The method of  claim 4  wherein the information of the summary area includes expected revenue.  
     
     
         7 . The method of  claim 1  wherein the information of the participants area includes closed revenue and forecast revenue.  
     
     
         8 . The method of  claim 7  wherein the information of the participants area includes pipeline revenue.  
     
     
         9 . The method of  claim 7  wherein the information of the participants area includes name of the participant.  
     
     
         10 . The method of  claim 1  wherein the user area includes information for each opportunity of the user.  
     
     
         11 . The method of  claim 10  wherein the information for each opportunity includes opportunity identifier and forecast revenue.  
     
     
         12 . The method of  claim 1  wherein the summary area includes a row of information for each forecast snapshot within the forecast period, the participant area includes a row of information for each participant within each forecast snapshot within the forecast period, and the user area includes a row for each opportunity of the user.  
     
     
         13 . The method of  claim 1  wherein information of the summary area includes forecasted quantity of a product.  
     
     
         14 . The method of  claim 1  wherein the information of the summary area includes closed quantity of a product.  
     
     
         15 . The method of  claim 1  wherein the information of the summary area includes pipeline quantity of a product.  
     
     
         16 . A computer system for presenting forecast information, comprising: 
 a data store with forecast snapshots having a forecast date, a forecast period, and forecast information;    a component that, for each forecast snapshot for a forecast period, retrieves forecasts for participants of the forecast; and    a component that generates a display description with a summary area that includes summary information of the retrieved forecasts for participants of the forecast, a participants area that includes information of the retrieved forecasts of each participant, and a user area that includes information of opportunities of a user.    
     
     
         17 . The computer system of  claim 16  wherein the information of the areas include a date for each forecast snapshot.  
     
     
         18 . The computer system of  claim 16  wherein the participants area includes a row for each participant that, when selected, provides more detailed information about each participant, the more detailed information including opportunity information retrieved from a snapshot.  
     
     
         19 . The computer system of  claim 16  wherein information of the summary area includes forecast revenue.  
     
     
         20 . The computer system of  claim 16  wherein the information of the summary area includes closed revenue.  
     
     
         21 . The computer system of  claim 16  wherein the information of the summary area includes expected revenue.  
     
     
         22 . The computer system of  claim 16  including a component that automatically generates forecasts in accordance with a forecast definition.  
     
     
         23 . The computer system of  claim 16  wherein information of the participants area includes forecast revenue.  
     
     
         24 . The computer system of  claim 16  wherein the information of the participants area includes pipeline revenue.  
     
     
         25 . The computer system of  claim 16  wherein the information of the participants area includes name of the participant.  
     
     
         26 . The computer system of  claim 16  wherein the user area includes information for each current opportunity of the user.  
     
     
         27 . The computer system of  claim 16  wherein the user area includes information for each opportunity of the user stored in a snapshot.  
     
     
         28 . The computer system of  claim 16  wherein the summary area includes a row of information for each forecast snapshot within the forecast period, the participant area includes a row of information for each participant within each forecast snapshot within the forecast period, and the user area includes a row for each opportunity of the user.  
     
     
         29 . The computer system of  claim 16  wherein information of the summary area includes forecasted quantity of a product.  
     
     
         30 . The computer system of  claim 16  wherein the information of the summary area includes closed quantity of a product.  
     
     
         31 . The computer system of  claim 16  wherein the information of the summary area includes pipeline quantity of a product.  
     
     
         32 . A computer-readable medium for controlling a computer system to present forecast information, by a method comprising: 
 providing forecast snapshots, each forecast snapshot having a forecast date, a forecast period, and summary forecasts;    for each forecast snapshot for the requested forecast period, retrieving forecasts for participants of the forecast; and    generating a display description with a summary area that includes summary information of the retrieved forecasts for participants of the forecast and a participants area that includes information of the retrieved forecasts of each participant.    
     
     
         33 . The computer-readable medium of  claim 32  wherein the information of the areas include a date for each forecast snapshot.  
     
     
         34 . The computer-readable medium of  claim 32  wherein the participants area includes a row for each participant that, when selected, provides more detailed information about each participant.  
     
     
         35 . The computer-readable medium of  claim 32  wherein the information of the participants area includes name of the participant.  
     
     
         36 . The computer-readable medium of  claim 32  wherein the summary area includes a row of information for each forecast snapshot within the forecast period and the participant area includes a row of information for each participant within each forecast snapshot within the forecast period.  
     
     
         37 . The computer-readable medium of  claim 32  wherein information of the summary area includes forecasted quantity of a product.  
     
     
         38 . A computer-readable medium containing a data structure comprising: 
 a summary area that includes summary information of forecasts for participants of a forecast, the summary information being generated based on forecast snapshots having a forecast date, a forecast period, and summary forecasts;    a participants area that includes information of forecasts of each participant that is generated based on the forecast snapshots; and    a user area that includes information of the retrieved current opportunities of the user.

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